Aspire Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aspire Wealth Management serves individual and high‑net‑worth clients, as well as trusts, estates and small businesses, providing ongoing portfolio management, financial planning, and insurance- and tax‑related services through its affiliated tax practice. The firm offers portfolio management both directly and by recommending unaffiliated independent managers, and it provides non‑discretionary oversight of held‑away assets via a third‑party connection.
The firm’s investment implementation combines fundamental, technical and portfolio‑construction techniques (including Modern Portfolio Theory) and emphasizes periodic review and rebalancing; clients using the adviser’s asset‑management services are generally custodied at Charles Schwab. Aspire also prepares written investment policy statements, delivers comprehensive financial plans, and runs occasional retirement workshops, seminars and webinars that it offers at no charge.
Aspire is notable among similar supported firms for several uncommon features disclosed in its brochure: its representatives are registered with an affiliated broker‑dealer, the firm operates an affiliated accounting/tax practice, and its advisers are licensed to sell insurance — all relationships the firm discloses as potential conflicts of interest. It also operates with a high client load for a single advisor (roughly 302 clients while managing over $50 million in assets) and uses a third‑party platform (Pontera) for held‑away account review, alongside the use and oversight of independent managers.
Client services
Expertise
Fee options
Financial planning fixed fee $2,500; ongoing consulting fixed fee $1,000 per quarter
$0+: 1.5% annually (negotiable lower fee possible) $0+: up to 0.25% for third-party platform fee deducted from advisory fee $0+: up to 1.0% Model Manager Fee (in addition to advisory fee)
Representatives may receive commissions from securities and insurance product sales through broker-dealer and insurance licenses
Account minimum: $25,000 Fee-only: Financial planning fixed fee $2,500 paid in advance; ongoing consulting fixed fee $1,000 per quarter
Main office
7400 W. 130th Street, Suite 140
Overland Park KS 66213
Advisors at this office
1
Most active in
Kansas · Missouri
Also doing business as
Aspire Wealth Management · Aspire Wealth Management & Tax Center · Aspire Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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